Fuzzy modelling of stresses in manual lifting tasks

The Binary-Based Model (BBM) for Improved Human Factors Method Selection

OBJECTIVE

This paper presents the Binary-Based Model (BBM), a new approach to Human Factors (HF) method selection. The BBM helps practitioners select the most appropriate HF methodology in relation to the complexity within the target system.

BACKGROUND

There are over 200 HF methods available to the practitioner and little guidance to help choose between them.

METHOD

The BBM defines a HF "problem space" comprising three complexity attributes. HF problems can be rated against these attributes and located in the "problem space." In addition, a similar HF "approach space" in which 66 predictive methods are rated according to their ability to confront those attributes is defined. These spaces are combined into a "utility space" in which problems and methods coexist. In the utility space, the match between HF problems and methods can be formally assessed.

RESULTS

The method space is split into octants to establish broad groupings of methods distributed throughout the space. About 77% of the methods reside in Octant 1 which corresponds to problems with low levels of complexity. This demonstrates that most HF methods are suited to problems in low-complexity systems.

CONCLUSION

The location of 77% of the rated methods in Octant 1 indicates that HF practitioners are underserved with methods for analysis of HF problems exhibiting high complexity.

APPLICATION

The BBM can be used by multidisciplinary teams to select the most appropriate HF methodology for the problem under analysis. All the materials and analysis are placed in the public domain for modification and consensus building by the wider HF community.

Psychophysical basis for maximum pushing and pulling forces: A review and recommendations

The objective of this paper was to perform a comprehensive review of psychophysically determined maximum acceptable pushing and pulling forces. Factors affecting pushing and pulling forces are identified and discussed. Recent studies show a significant decrease (compared to previous studies) in maximum acceptable forces for males but not for females when pushing and pulling on a treadmill. A comparison of pushing and pulling forces measured using a high inertia cart with those measured on a treadmill shows that the pushing and pulling forces using high inertia cart are higher for males but are about the same for females. It is concluded that the recommendations of Snook and Ciriello (1991) for pushing and pulling forces are still valid and provide reasonable recommendations for ergonomics practitioners. Regression equations as a function of handle height, frequency of exertion and pushing/pulling distance are provided to estimate maximum initial and sustained forces for pushing and pulling acceptable to 75% male and female workers. At present it is not clear whether pushing or pulling should be favored. Similarly, it is not clear what handle heights would be optimal for pushing and pulling. Epidemiological studies are needed to determine relationships between psychophysically determined maximum acceptable pushing and pulling forces and risk of musculoskeletal injuries, in particular to low back and shoulders.

Estimating maximum and psychophysically acceptable hand forces using a biomechanical weakest link approach

Accurate estimation of occupational performance capability facilitates better job (re-) design by informing workplace parties about the potential mismatches between job demands and the capability of their labour force. However, estimating occupational performance requires consideration of multiple factors that may govern capacity. In this paper, a novel model is described that uses a stochastic algorithm to estimate how variability in underlying biomechanical constraints affects hand force capability. In addition, the model estimates psychophysically acceptable hand force capacity thresholds by applying a biomechanical weakest link approach. Model estimates were tested against experimentally determined maximal and psychophysically determined hand forces in two exertion directions in constrained postures. The model underestimated maximum hand force capacity relative to measured maximum hand force by 30% and 35% during downward pressing and horizontal pulling, respectively. These values are consistent with those observed using previous two-dimensional models. Psychophysically acceptable hand forces were also underestimated by 29% during both pressing and pulling. Since the psychophysical estimates were scaled as a percentage of the estimated maximum capacity, this suggests that the underestimation in both predictions may be corrected by improving estimates of maximum hand force. Psychophysically acceptable forces were observed to be partially governed by demands at the biomechanical weakest link.

Relationships between psychophysically acceptable and maximum voluntary hand force capacity in the context of underlying biomechanical limitations

This research investigated if proportional relationships between psychophysically acceptable and maximum voluntary hand forces are dependent on the underlying biomechanical factor (i.e. whole body balance or joint strength) that limited the maximum voluntary hand force. Eighteen healthy males completed two unilateral maximal exertions followed by a 30 min psychophysical load-adjust protocol in each of nine pre-defined standing scenarios. Center of pressure (whole body balance) and joint moments (joint strength) were calculated to evaluate whether balance or joint strength was most likely limiting maximum voluntary hand force. The ratio of the psychophysically acceptable force to the maximal force was significantly different depending on the underlying biomechanical factor. Psychophysically acceptable hand forces were selected at 86.3 ± 19.7% of the maximum voluntary hand force when limited by balance (pulling exertions), 67.5 ± 15.2% when limited by joint strength (downward pressing) and 78 ± 23% when the limitation was undefined in medial exertions.

Translating concepts of complexity to the field of ergonomics

Since 1958 more than 80 journal papers from the mainstream ergonomics literature have used either the words 'complex' or 'complexity' in their titles. Of those, more than 90% have been published in only the past 20 years. This observation communicates something interesting about the way in which contemporary ergonomics problems are being understood. The study of complexity itself derives from non-linear mathematics but many of its core concepts have found analogies in numerous non-mathematical domains. Set against this cross-disciplinary background, the current paper aims to provide a similar initial mapping to the field of ergonomics. In it, the ergonomics problem space, complexity metrics and powerful concepts such as emergence raise complexity to the status of an important contingency factor in achieving a match between ergonomics problems and ergonomics methods. The concept of relative predictive efficiency is used to illustrate how this match could be achieved in practice. What is clear overall is that a major source of, and solution to, complexity are the humans in systems. Understanding complexity on its own terms offers the potential to leverage disproportionate effects from ergonomics interventions and to tighten up the often loose usage of the term in the titles of ergonomics papers. STATEMENT OF RELEVANCE: This paper reviews and discusses concepts from the study of complexity and maps them to ergonomics problems and methods. It concludes that humans are a major source of and solution to complexity in systems and that complexity is a powerful contingency factor, which should be considered to ensure that ergonomics approaches match the true nature of ergonomics problems.

Obesity does not reduce maximum acceptable weights of lift

The maximum acceptable weights of lift (MAWL) of obese and non-obese participants were empirically investigated. Three obesity levels were considered: non-obese (18.5 kg/m(2)< or= body mass index (BMI)<or=24.9 kg/m(2)), moderately obese (35 kg/m(2)<or=BMI<or=39.9 kg/m(2)) and extremely obese (BMI>or= 40 kg/m(2)). Ten male and 10 female participants were recruited for each obesity level. The participants determined their MAWL for 18 different lifting task conditions (six lifting frequencies x three lifting heights). An analysis of variance (ANOVA) was conducted to determine the effects of obesity level, gender, lifting height, lifting frequency and their interactions on MAWL. Overall, the ANOVA results indicated that obesity does not reduce MAWL, and thus, suggested that the existing MAWL data can be used to accommodate both general and obese workers. However, further studies based on the biomechanical and physiological approaches are required to provide more complete understanding of obesity effects on lifting tolerance limits.

New procedure for assessing sequential manual lifting jobs using the revised NIOSH lifting equation

A sequential manual lifting job is defined as a job where workers rotate between a series of manual lifting rotation slots or elements at specified time intervals during the course of a work shift. The original NIOSH lifting equation lacked a method for assessing the physical demands of these types of jobs. This paper presents the sequential lifting index (SLI), a new conceptual method for assessing the physical demands for sequential manual lifting jobs. The new method is similar to the composite lifting index (CLI) method that was provided by NIOSH for assessing multi-task jobs. The SLI method expands upon the methods originally provided by NIOSH by providing a simple method for estimating the relative magnitude of physical stress for sequential manual lifting jobs. It should also be useful in assisting safety and health specialists to prioritize or rank hazardous jobs within a plant.

Perceived effort and low back pain in non-emergency ambulance workers: implications for rehabilitation

INTRODUCTION

This study aims to explore factors associated with low back pain (LBP) that required treatment from health care provider among non-emergency ambulance transfer workers.

METHOD

A cross-sectional study was conducted to 38 workers of a major hospital in Hong Kong. The influences of four categories of risk factors (personal, physical, psychosocial, and exposure factors) in the prevalence of LBP were investigated by objective measurement and self-reported questionnaires. A modified Nordic musculoskeletal symptoms survey and sick leave record were used to document the prevalence of LBP. Univariate analyses followed by multiple logistic regression analyses were used to explore the risk factors associated with LBP cases.

RESULTS

The results revealed that LBP was associated with age (OR=0.75, CI=0.56-1.00, P < 0.05), perceived effort (OR=7.95, CI=1.46-43.27, P < 0.05), job satisfaction (OR=4.18 CI=1.42-12.33, P < 0.01), and flexor peak torque at 120 degrees /s (OR=1.09 CI= 0.99-1.19, P=0.07).

CONCLUSION

This study suggests that workers' perceived exertion has an valuable role in assessing risk at this workplace. A high perceived exertion at work can signal the need for work adjustment or modification to avoid progression of low back disorder to persistent pain or intense pain. The effects of work adjustment or modification in affected workers needs to be systematically investigated.

A neuro-fuzzy model for estimating electromyographical activity of trunk muscles due to manual lifting

The main objective of this study was to develop a hybrid neuro-fuzzy system for estimating the magnitude of EMG responses of 10 trunk muscles based on two lifting task variables (trunk velocity and trunk moment) as model inputs. The input and output variables were represented using the fuzzy membership functions. The initial fuzzy rules were generated by the neural network using true EMG data. Two different laboratory-derived EMG data sets were used for model development and validation, respectively. The mean absolute error (MAE) between the actual and model-estimated normalized EMG values was calculated. Across all muscles, the average value of MAE was 8.43% (SD=2.87%) of the normalized EMG data. The larger absolute errors occurred in the left side of the trunk, which exhibited higher levels of muscular activity. Overall, the developed model was capable of estimating the normalized EMG values with average value of the mean absolute differences of 6.4%. It was hypothesized that model performance could be improved by increasing the number of inputs, including additional task variables as well as the subjects' characteristics.

An investigation of perceived exertion via whole body exertion and direct muscle force indicators during the determination of the maximum acceptable weight of lift

The objective of this study was to identify the perceived exertion mechanisms (direct muscle force and whole body exertion) associated with the decision to change the weight of lift during the determination of the maximum acceptable weight of lift (MAWL). Fifteen males lifted a box of unknown weight at a rate of 4.3 lifts/min, and adjusted the weight until their MAWL was reached. Variables such as the predicted muscle forces and heart rate were measured during the lifting exertion, as well as the predicted spinal loading in three dimensions using an EMG-assisted biomechanical model. Multiple logistic regression techniques were used to identify variables that were associated with the decision to change the weights up and down prior to a subsequent lift. Results indicated that the force in the left erector spinae, right internal oblique, and left latissimus dorsi muscles as well as heart rate were associated with decreases in the weight prior to the next lift. It appears that a combination of local factors (muscle force) and whole body exertion factors (heart rate) provide the feedback for the perceived exertion when decreasing the weight. The up-change model indicated that the forces of the right erector spinae, left internal oblique, and the right latissimus dorsi muscles were associated with the decision to increase the weight prior to the next lift. Thus, local factors provide feedback during the decision to increase the weight when starting from light weights. Collectively, these findings indicate that psychophysically determined weight limits may be more sensitive to muscular strain rather than spinal loading.

Significance of biomechanical and physiological variables during the determination of maximum acceptable weight of lift

The aim was to identify which biomechanical and physiological variables were associated with the decision to change the weight of lift during the determination of the maximum acceptable weight of lift (MAWL) in a psychophysical study. Fifteen male college students lifted a box of unknown weight at 4.3 lifts/min, and adjusted the weight until their MAWL was reached. Variables such as heart rate, trunk positions, velocities and accelerations were measured during the lifting, as well as estimated spinal loading in terms of moments and spinal forces in three dimensions using an EMG-assisted biomechanical model. Multiple logistic regression techniques identified variables associated with the decision to change the weights up and down prior to a subsequent lift. Results indicated that heart rate, predicted sagittal lift moment and low back disorder (LBD) risk index were associated with decreases in the weight prior to the next lift. Thus, historical measures of LBD risk (e.g. compression, shear force) were not associated with decreases in weight prior to the next lift. Additionally, the magnitudes of the predicted spinal forces and LBD risk were all very high at the MAWL when compared with literature sources of tolerance as well as observational studies on LBD risk. Our findings indicate that the psychophysical methodology may be useful for the decision to lower the weight of loads that may present extreme levels of risk of LBD; however, the psychophysical methodology does not seem to help in the decision to stop changing the weight at a safe load weight.

The psychophysical approach to manual materials handling task design

For approximately three decades, researchers have utilized psychophysics to develop guidelines (weights, forces and frequencies) for manual materials handling tasks. Early work by Stover Snook and his colleagues provided the foundations of the experimental methodologies that would be used by other researchers as well as design data that would be used by practitioners. Currently, there are extensive psychophysical data for designing a variety of materials handling tasks. The current state of psychophysical data will be examined, and the psychophysical approach will be compared to the biomechanical and physiological approaches to setting limits for materials handling tasks. The advantages and disadvantages of the psychophysical approach will be discussed, as will the research needs required to address the current limitations of the psychophysical approach.

A critical review of biomechanical, epidemiological, physiological and psychophysical criteria for designing manual materials handling tasks

For over four decades, individuals from various disciplines have extensively researched the tasks comprising manual materials handling (MMH): lifting, lowering, pushing, pulling, carrying and holding. The primary motivation for these research efforts has been a desire to understand human capabilities so that tasks can be designed such that the demands of the task are at or below the capacities of the workers performing the task. Various criteria for defining acceptable task demands have been developed from the principles of biomechanics, physiology, and psychophysics. Although significant bodies of literature exist on each class of criteria, there are still areas that need to be examined. Additionally, the validity of several of the criteria is unknown, primarily due to a lack of epidemiological verification of the criteria. This paper presents a critical review of MMH criteria, the shortcomings of and conflicts between the various criteria, and the areas needing further examination. The critical need for epidemiological studies is also detailed.

A comprehensive lifting model: beyond the NIOSH lifting equation

A comprehensive lifting model (CLM) for the evaluation and design of manual tasks was developed in two stages using 11 task, personal and environmental variables. In the first stage, the model was built using the psychophysical data. In the second stage, discounting factors of various variables were tested and adjusted using the physiological and biomechanical data. Two lifting indices are proposed to evaluate lifting tasks for a group of workers (relative lifting safety index or RLSI) and for an individual worker (personal lifting safety index or PLSI).

Prevention of low back pain: basic ergonomics in the workplace and the clinic

Redesigning the job is a strategy for preventing low back injuries at work or for accommodating injured employees who return to work. An evaluation of the physical job demands is necessary in either strategy. Several job demands are associated with low back pain and injury--heavy physical work, static or postural effort, dynamic work-load and exposure to wholebody vibration. Traditional work measurement studies emphasize a rigorous task analysis. By adding biomechanical, physiological and psychophysical measurements, a comprehensive evaluation is possible. There is no standard scheme for a workplace evaluation. The method depends on the end use of the analysis. Job evaluation for workplace design requires an emphasis on equipment and work conditions; evaluation for placement of injured employees should emphasize the operational demands of the tasks. Few studies considered the multifactorial aetiology of low back pain. Most studies that measured the magnitude of biomechanical, physiological and psychophysical stresses attempted to define peak work-loads. The attempt to evaluate the effects of subacute cumulative traumas is only in the beginning. Most ergonomic intervention programmes modify the loads, the design of objects handled, lifting techniques, workplace layout and task design. The effectiveness of these interventions in controlling medical costs or morbidity has not been clearly demonstrated. Consequently, occupational risk factors may be more important for evaluating disability. Job familiarity is the key to effective medical management. Ergonomic analysis procedures may be useful within rehabilitation settings that also provide placement services. The reason is that they facilitate communication between all elements involved in the rehabilitation process. Proper communication procedures are also crucial in implementing ergonomic interventions in the workplace. A health care provider should be part of a task force that oversees these interventions. Future effort should be directed to finding a method that health care practitioners could be competent to carry out effectively in a clinical setting. Expert systems offer promising results in disseminating ergonomic knowledge in primary and secondary health care facilities.

Development of a safety index for manual lifting tasks

The concept of a safety index (SI) for assigning a worker to a particular manual lifting task is developed, and a simple formula for its calculation is presented. The proposed index is based upon the combined measure of acceptability of the biomechanical and physiological stress responses of the worker to a lifting task. Individual capacity norms, as opposed to the norms usually given based on population percentiles, are also defined. Numerical examples are given to illustrate the SI approach.